Xav txog nws zoo li thawj hnub nrog tus neeg siv khoom tshiab - koj xav ua kom muaj kev zoo siab, qhia lawv tias koj yog leej twg, thiab teem caij rau kev sib raug zoo ntev thiab zoo siab.
Qhov no yog li cas rau onboarding ntawm cov neeg siv khoom yog tag nrho hais txog.
Ua ntej rushing ua ntej kom impress, mus saib cov lus no ua ntej rau ib tug headstart nyob rau hauv nailing yam cov neeg xav tau, tsis yog dab tsi koj xav tias lawv xav tau.
Table of Contents
- Tus Neeg Siv Khoom Muag Khoom yog dab tsi?
- Vim li cas Onboarding ntawm Cov Neeg Siv Khoom tseem ceeb?
- Dab tsi yog Cov Ntsiab Cai ntawm Onboarding Cov Neeg Siv Khoom?
- Onboarding ntawm Cov Neeg Siv Khoom Cov Lus Pom Zoo Software
- Onboarding of New Clients Piv txwv
- kab hauv qab
- Cov Lus Nug
Tswv yim rau kev sib koom tes zoo dua
Nrhiav ib txoj hauv kev sib tham sib rau onboard koj cov neeg ua haujlwm?
Tau txais cov qauv dawb thiab cov lus nug ua si rau koj cov rooj sib tham tom ntej. Sau npe dawb thiab nqa yam koj xav tau los ntawm AhaSlides!
🚀 Rub tus account dawb
Customer Onboarding yog dab tsi?
Cov neeg siv khoom hauv nkoj yog cov txheej txheem kom tau txais cov neeg siv khoom tshiab tsim thiab npaj ua haujlwm nrog koj lub lag luam lossis lub koom haum.
Qhov no suav nrog kev sau cov ntaub ntawv ntawm cov neeg siv khoom thiab txheeb xyuas lawv tus kheej, piav qhia koj cov kev cai thiab kev cia siab, teeb tsa cov nyiaj tsim nyog thiab nkag mus, muab cov ntaub ntawv sau npe, kuaj cov kev pabcuam daws teeb meem, thiab muaj los teb cov lus nug thawj zaug rau kev txhawb nqa.
Vim li cas Onboarding ntawm Cov Neeg Siv Khoom tseem ceeb?
Thaum cov neeg muas zaub yuav ib yam dab tsi, nws tsis yog tsuas yog tau txais cov khoom thiab ua tiav. Koj kuj xav kom paub tseeb tias lawv zoo siab nrog tag nrho cov kev paub dhau los.
Thiab yog vim li cas? Saib hauv qab no👇
Yuav ua li cas koj txais tos thiab onboard cov neeg muas zaub tshiab teeb theem rau tag nrho cov neeg muas zaub taug kev. Ib qho yooj yim, pob tshab onboarding kev them nyiaj faib rau cov neeg siv khoom txaus siab, tuav, thiab kev vam meej mus ntev!
Dab tsi yog Cov Ntsiab Cai ntawm Onboarding Cov Neeg Siv Khoom?
Ib qho kev paub zoo, kev sib txhuam qis ntawm kev ua haujlwm yog qhov tseem ceeb rau kev hloov cov npe rau cov neeg siv nquag. Tshawb xyuas peb cov lus qhia dav dav hauv qab no kom tau txais cov neeg siv khoom tshiab thiab khiav ceev ceev thaum hais txog kev txhawj xeeb.
#1. Muaj Daim Ntawv Teev Npe
Tsim ib daim ntawv teev cov ncauj lus kom ntxaws ntawm txhua kauj ruam thiab cov dej num koom nrog hauv kev nce tus neeg siv khoom.
Siv lub sijhawm ua ntej kom nkag siab zoo rau tus neeg siv khoom cov kev xav tau tshwj xeeb, cov ntsiab lus mob, qhov tseem ceeb thiab cov hom phiaj.
Qhov no ua kom tsis muaj dab tsi ploj lawm thiab cov txheej txheem zoo ib yam rau txhua tus neeg siv khoom tshiab.
Ua kom pom tseeb tias leej twg yog tus ua lub luag haujlwm rau cov haujlwm ntawm kev ua haujlwm kom tsis txhob muaj kev ntxhov siab thiab qeeb.
Npaj cov tswv yim nrog AhaSlides
Kev sib koom ua ke ua rau kev npau suav ua haujlwm. Sib tham nrog koj pab neeg kom nrhiav tau cov kev coj ua zoo tshaj plaws rau kev nce tus neeg siv khoom.
#2. Automate Thaum Ua Tau
Siv software thiab automation los ua kom cov haujlwm zoo li kev tsim tus account, rub tawm cov ntaub ntawv, thiab daim ntawv sau. Qhov no txuag lub sijhawm thiab txo cov neeg ua yuam kev.
Kev koom ua ke cov txheej txheem sau npe nrog cov khoom lag luam uas cov neeg siv khoom twb tau siv, yog li lawv tuaj yeem yooj yim dhau los ua tswv cuab hauv ib qho nias.
Tso cai rau cov neeg siv e-kos npe cov ntaub ntawv digitally. Qhov no yog sai thiab yooj yim dua li kos npe ntawm lub cev.
#3. Teem sijhawm
Tsim lub hom phiaj ncua sij hawm kom ua tiav txhua kauj ruam onboarding thiab tag nrho cov txheej txheem, xws li thaum xa email txais tos, teem caij hu xov tooj, tuav lub rooj sib tham ncaws tawm, thiab lwm yam rau cov neeg siv khoom.
Qhov no pab kom cov txheej txheem txav mus rau qhov zoo.
#4. Teeb Kev Cia Siab Kom Paub
Sib txuas lus dab tsi tus neeg siv khoom tuaj yeem xav tau los ntawm koj cov khoom / kev pabcuam, sijhawm sijhawm, kev txhawb nqa, thiab kev ua haujlwm.
Tswj lawv cov kev cia siab ua ntej kom tsis txhob nkag siab yuam kev tom qab.
#5. Muab Cov Lus Qhia
Muab cov neeg siv khoom nkag siab yooj yim hauv paus kev paub, cov lus qhia pib, FAQs thiab cov ntaub ntawv yuav ua li cas kom txo qis kev thov kev txhawb nqa thaum pib.
Ntxiv nrog rau kev qhia tus kheej, muaj thiab teb thaum lub sijhawm pib pib ua haujlwm los teb cov lus nug thiab daws sai sai rau cov teeb meem uas tshwm sim.
Muab kev taug kev los ntawm kev ua qauv qhia kom paub tseeb tias cov neeg siv khoom nkag siab txog kev siv koj cov khoom thiab cov kev pabcuam.
Qhov no pab cov neeg siv khoom muaj kev vam meej thiab txhawb nqa los ntawm hnub ib.
#6. Sau Cov Lus Teb
Tshawb xyuas nrog cov neeg siv khoom tom qab lawv tau nce mus los ntsuas lawv qhov kev txaus siab ntawm cov txheej txheem, sib sau cov lus tawm tswv yim rau kev txhim kho thiab txheeb xyuas cov lus nug tseem ceeb.
Raws li koj txheeb xyuas txoj hauv kev los txhim kho thiab txhim kho koj cov txheej txheem onboarding raws li cov neeg siv khoom tawm tswv yim thiab kev paub dhau los, siv cov kev hloov pauv mus txuas ntxiv ua kom zoo dua cov txheej txheem thaum pib ntawm tus neeg siv khoom.
#7. Qhia koj pab neeg
Xyuas kom koj cov neeg ua haujlwm koom nrog hauv kev nce tus neeg siv khoom tau txais kev cob qhia zoo ntawm cov txheej txheem thiab koj cov cai / txheej txheem.
Tsim ib tus neeg ua haujlwm los tswj tag nrho cov txheej txheem onboarding rau txhua tus neeg siv khoom tshiab. Tus neeg no yog lub luag haujlwm ua raws li daim ntawv teev npe, lub sijhawm sib ntsib, thiab ua ib qho kev sib cuag rau tus neeg siv khoom.
Onboarding ntawm Cov Neeg Siv Khoom Cov Lus Pom Zoo Software
Xaiv lub platform tsim nyog rau onboarding tus neeg siv khoom kuj tseem ceeb raws li software uas muaj tus kheej onboarding ib ntus rau cov neeg siv tuaj yeem txo tus nqi churn rau kev lag luam. Tau sim thiab sim ntau software, ntawm no yog cov lus pom zoo onboarding platforms peb xav tias koj yuav xav sim 👇
• WalkMe - Muab cov lus qhia ib kauj ruam dhau los siv cov ntawv nyeem, duab, yeeb yaj kiab thiab cov ntsiab lus sib tham los coj cov neeg siv khoom los ntawm lawv thawj qhov kev paub dhau los, xws li kev teeb tsa tus account thiab kev nce qib. Nws kawm los ntawm cov neeg siv khoom siv los ua kom zoo rau kev taw qhia lub sijhawm.
• Whatfix - Kuj tseem muaj cov lus qhia hauv app rau cov neeg siv khoom tshiab thaum pib. Nws muaj cov yam ntxwv zoo li cov ntawv txheeb xyuas, cov haujlwm ua haujlwm hloov tau, e-kos npe, kev txheeb xyuas thiab kev koom ua ke nrog ntau lub apps. Whatfix lub hom phiaj los muab kev sib txhuam tsis muaj kev cuam tshuam.
• UaTsaug - Tso cai rau koj los tsim kev kawm thiab ua kom muaj kev taug kev rau ob qho kev muag khoom thiab pab pawg neeg siv khoom. Rau onboarding, nws muab cov yam ntxwv zoo li cov tsev qiv ntawv cov ntaub ntawv, kev ntsuam xyuas onboarding, checklists, automated ceeb toom thiab ua hauj lwm. Analytics thiab kev ua tau zoo taug qab kuj muaj.
• Rocketlane - Lub hom phiaj los pab pab pawg muab kev pom, sib xws thiab kev paub zoo dua rau cov neeg siv khoom los ntawm tag nrho cov txheej txheem onboarding.
• moxo - Pab cov lag luam ua kom yooj yim rau kev ua hauj lwm sab nraud xws li onboarding, kev pab nyiaj thiab kev zam rau cov neeg siv khoom, cov neeg muag khoom thiab cov neeg koom tes. Nws aims muab kev ua tau zoo, thiab txhim kho cov neeg siv khoom kev paub thiab ua tau raws li kev ruaj ntseg thiab kev ua raws cai.
Cov hom kev siv tshuab hluav taws xob, AI thiab cov cuab yeej software tuaj yeem pab koj siv cov qauv, txheej txheem thiab cov tshuab kom ua kom zoo dua koj cov kev paub txog onboarding rau cov neeg siv khoom los ntawm cov yam ntxwv xws li kev taug kev, tsim cov ntaub ntawv, cov ntawv txheeb xyuas, cov haujlwm ua haujlwm, e-kos npe, tshuaj ntsuam xyuas, kev sib koom ua ke thiab ntau dua.
Onboarding of New Clients Piv txwv
Puas tau xav tias qhov kev pib ntawm cov neeg siv khoom zoo li cas hauv txhua qhov kev lag luam? Nov yog qee qhov piv txwv ntawm cov txheej txheem lawv yuav dhau mus:
#1. SaaS tuam txhab uas muag:
• Sau cov neeg siv khoom thiab cov ntaub ntawv tus account
• Piav cov yam ntxwv, cov phiaj xwm thiab tus nqi
• Teeb tsa tus neeg siv khoom tus account thiab tso cai tso cai
• Muab cov ntaub ntawv, cov lus qhia thiab cov lus qhia
• Ua ib qho khoom muag demo
• Ntsuam xyuas qhov system thiab daws txhua yam teeb meem
• Siv cov lus tawm tswv yim thiab tshuaj xyuas cov txheej txheem
#2. Kev Pabcuam Nyiaj Txiag:
• Txheeb xyuas tus neeg siv khoom tus kheej thiab ua KYC cov tshev
• Piav cov nqe lus, nqi, txoj cai thiab tus account nta
• Teeb tsa tus account thiab teeb tsa
• Muab cov ntaub ntawv nkag mus thiab cov ntaub ntawv kev nyab xeeb
• Ua ib qho kev hu xovtooj los teb cov lus nug
• Muab e-cov ntaub ntawv thiab xyuas kev siv tsis tu ncua
• Ua raws li kev soj ntsuam xyuas kom paub txog kev dag ntxias thiab kev tsis txaus ntseeg
#3. Consulting Firms:
• Sau cov neeg xav tau thiab cov hom phiaj
• Piav txog qhov, khoom xa tuaj, ncua sij hawm thiab tus nqi
• Tsim ib tus neeg siv khoom portal rau kev sib qhia cov ntaub ntawv
• Ua lub rooj sib tham ncaws pob kom ua raws li cov hom phiaj
• Tsim ib txoj kev npaj ua kom tiav thiab tau txais kev kos npe
• Muab cov ntaub ntawv qhia txog kev nce qib thiab cov dashboards
• Sau cov lus tawm tswv yim los txhim kho kev pib ua haujlwm yav tom ntej
#4. Cov tuam txhab software:
• Sau cov ntsiab lus ntawm cov neeg siv khoom thiab tus account nyiam
• Piav cov yam ntxwv, kev txhawb nqa thiab daim ntawv qhia kev
• Kho daim ntawv thov thiab muab cov ntawv tso cai
• Muab kev nkag mus rau lub hauv paus kev paub thiab kev txhawb nqa portal
• Ua qhov kev sim thiab daws teeb meem
• Sau cov lus tawm tswv yim rau cov neeg siv khoom thoob plaws hauv kev pib
• Siv cov txheej txheem tshuaj xyuas los ntsuas kev ua tiav
kab hauv qab
Txawm hais tias cov qauv rau kev nce tus neeg siv khoom sib txawv raws li kev lag luam thiab kev siv rooj plaub, cov hauv paus ntsiab lus ntawm kev npaj cov neeg siv khoom, tswj kev cia siab, txheeb xyuas cov teeb meem ntxov thiab muab kev txhawb nqa tsis tu ncua feem ntau siv thoob plaws hauv pawg thawj coj.
Cov Lus Nug
KYC tus neeg siv khoom yog dab tsi?
KYC tus neeg siv khoom nkag mus yog hais txog Paub Koj Cov Neeg Siv Khoom Cov txheej txheem uas yog ib feem ntawm kev tso npe ntawm cov neeg siv khoom rau cov tuam txhab nyiaj txiag thiab lwm cov lag luam tswj hwm. KYC suav nrog kev txheeb xyuas tus kheej thiab ntsuas qhov kev pheej hmoo ntawm cov neeg siv khoom tshiab. KYC cov neeg siv khoom nce qib pab cov tuam txhab nyiaj txiag thiab lwm cov lag luam tswj hwm ua raws li kev cai lij choj thoob ntiaj teb tiv thaiv nyiaj ntxhua khaub ncaws thiab cov cai xws li FATF, AMLD, thiab KYC cov cai.
Tus neeg siv khoom nkag hauv AML yog dab tsi?
Client onboarding nyob rau hauv AML hais txog cov txheej txheem nyiaj txiag Institutions ua raws li nyob rau hauv lub onboarding txheej txheem kom ua raws li Anti-Money Laundering cov cai. Lub hom phiaj ntawm AML tus neeg siv cov txheej txheem onboarding yog txhawm rau txo cov kev pheej hmoo ntawm kev ntxhua khaub ncaws thiab nyiaj txiag ua phem los ntawm kev txheeb xyuas cov neeg siv khoom ntiag tug, tshuaj xyuas lawv cov kev pheej hmoo, thiab saib xyuas lawv cov haujlwm raws li cov cai xws li Txoj Cai Lij Choj Secrecy, FATF cov lus pom zoo, thiab lwm yam kev cai AML.
Dab tsi yog 4-kauj ruam onboarding txheej txheem?
4 kauj ruam - sib sau cov ntaub ntawv, muab cov neeg siv khoom, kuaj lub kaw lus thiab muab kev txhawb nqa thaum ntxov - pab tsim lub hauv paus ruaj khov rau cov neeg siv khoom sib raug zoo.
